Knights of Columbus Asset Advisors LLC

Position in LRCX — Lam Research Corp

CIK 1688666 NEW HAVEN, CT

Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$5,112,860

+$2,407,284 QoQ

Shares Held

11,799

-6.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,106

of 3,103 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Knights of Columbus Asset Advisors LLC holds $16,038,412 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	11,799	$5,112,860
2	AMAT	Applied Materials Inc /De	6,181	$4,468,863
3	KLAC	Kla Corp	12,644	$3,814,821
4	FORM	Formfactor Inc	12,792	$2,045,824
5	ASML	Asml Holding NV	290	$576,937
6	Q	Qnity Electronics, Inc.	117	$19,107

All Filings in LRCX

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,112,860	11,799	-6.8%	Shares	Sole	2026-07-31
2026-03-31	$2,705,576	12,663	+10.3%	Shares	Sole	2026-05-11
2025-12-31	$1,965,146	11,480	+98.8%	Shares	Sole	2026-02-09
2025-09-30	$773,272	5,775	-39.3%	Shares	Sole	2025-11-03
2022-06-30	$4,055,669	9,517	-8.9%	Shares	Sole	2022-08-12
2022-03-31	$5,616,949	10,448	+2.0%	Shares	Sole	2022-05-16
2021-12-31	$7,364,815	10,241	+4.3%	Shares	Sole	2022-02-11
2021-09-30	$5,588,483	9,819	-0.9%	Shares	Sole	2021-11-10
2021-06-30	$6,448,437	9,910	+1.5%	Shares	Sole	2021-08-12
2021-03-31	$5,813,113	9,766	+1.4%	Shares	Sole	2021-05-17
2020-12-31	$4,548,432	9,631	-46.7%	Shares	Sole	2021-02-16
2020-09-30	$5,990,409	18,057	-13.1%	Shares	Sole	2020-11-13
2020-06-30	$6,718,587	20,771	-9.6%	Shares	Sole	2020-08-14
2020-03-31	$5,515,440	22,981	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.